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Original filing (PDF)20251013142313NAL0002173088003
NORTHWEST ONCOLOGY & HEMATOLOGY,S.C
Form 5500
FILING_RECEIVED
NORTHWEST ONCOLOGY & HEMATOLOGY, S.C. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
165
Accounts w/ balance
175
Plan assets (EOY)
$30.2M
Net assets (EOY)
$30.2M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard 500 Index Fd As Mutual Fund ^" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWEST ONCOLOGY & HEMATOLOGY,S.C.
Plan sponsor
Name
NORTHWEST ONCOLOGY & HEMATOLOGY,S.C
EIN
36-3395596
Address
3701 ALGONQUIN RD. SUITE 900 · ROLLING MEADOWS, IL · 60008
Phone
(847) 577-0620
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CJBS,LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
31 direct securities· $30.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fd As Mutual Fund ^ | — | — | — | $8.6M | 28.6% | |
| American Funds US Government Sec R6 Mutual Fund ^ | — | — | — | $3.4M | 11.4% | |
| Vangard Val Index Admiral Mutual Fund ^ | — | — | — | $3.4M | 11.1% | |
| JPM Large Cap Growth R6 Mutual Fund ^ | — | — | — | $2.9M | 9.6% | |
| Loomis Sayles Core Plis Bond Mutual Fund ^ | — | — | — | $2.4M | 8.0% | |
| Vanguard Mid Cap Value Index Admiral Mutual Fund ^ | — | — | — | $1.9M | 6.4% | |
| Vangard St Corp Bond Mutual Fund ^ | — | — | — | $929K | 3.1% | |
| American Funds Europacific Growth R6 Mutual Fund ^ | — | — | — | $803K | 2.7% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund ^ | — | — | — | $788K | 2.6% | |
| BlackRock Health Sciences Opps Inv A Mutual Fund ^ | — | — | — | $554K | 1.8% | |
| Fidelity Puritan Mutual Fund ^ | — | — | — | $543K | 1.8% | |
| Vangard Info Tech Mutual Fund ^ | — | — | — | $489K | 1.6% | |
| American Funds New Prospect R6 Mutual Fund ^ | — | — | — | $427K | 1.4% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund ^ | — | — | — | $426K | 1.4% | |
| and due at various dates through October * Notes Receivable from Participants 2029 - | — | — | — | $355K | 1.2% | |
| American Funds Target Date 2030 Mutual Fund ^ | — | — | — | $340K | 1.1% | |
| American Funds Target Date 2045 Mutual Fund ^ | — | — | — | $324K | 1.1% | |
| American Funds Target Date 2065 Mutual Fund ^ 250 Carlin Eagle Mid Cao Mutual Fund ^ | — | — | — | $304K | 1.0% | |
| American Funds Target Date 2050 Mutual Fund ^ | — | — | — | $257K | 0.9% | |
| American Funds Target Date 2040 Mutual Fund ^ | — | — | — | $152K | 0.5% | |
| Davis Financial A Mutual Fund ^ | — | — | — | $144K | 0.5% | |
| Schwab Government Money Inv Money Market Fund ^ | — | — | — | $124K | 0.4% | |
| American Funds Target Date 2060 Mutual Fund ^ | — | — | — | $113K | 0.4% | |
| American Funds Target Date 2055 Mutual Fund ^ | — | — | — | $108K | 0.4% | |
| American Funds Target Date 2025 Mutual Fund ^ | — | — | — | $91K | 0.3% | |
| American Funds Target Date 2035 Mutual Fund ^ | — | — | — | $74K | 0.2% | |
| American Funds Target Date 2015 Mutual Fund ^ | — | — | — | $60K | 0.2% | |
| JPM Emerging Markets R6 Mutual Fund ^ | — | — | — | $51K | 0.2% | |
| American Funds Target Date 2010 Mutual Fund ^ | — | — | — | $24K | <0.1% | |
| Invesco Real Estate A Mutual Fund ^ | — | — | — | $18K | <0.1% | |
| American Funds Target Date 2020 Mutual Fund ^ | — | — | — | $2K | <0.1% |